2017

Annual Report nn

https://www.lchealthwellness.com/

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Message from the Executive Director

Who we are

Who we serve: Community Needs

Impact

Impact Feature #1: Education

Impact Feature #2: Harvesting Relationships for Healthcare

Capital Campaign

Resources & Financial Management

Donors

CONTENTS

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2017 Annual Report

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Message from the Executive Director

Dear Friends,

For more than 35 years, the Lake Chelan Health and Wellness Foundation

(formerly the Lake Chelan Community Hospital Foundation) has been committed

to helping make the Lake Chelan Valley area a healthier place to be for everyone

by encouraging and managing financial gifts, promoting healthcare services for

our hospital, and wellness initiatives for the Valley.

This annual report will share key performance measures, a few key impact features and summarize our accomplishments for 2017. Our generous donors, board and community have made the year a huge success! The most exciting 2017 healthcare event for our Lake Chelan Valley was the passing of the bond to build a replacement hospital. To all of you who supported this effort, stood on the street corners waving signs, attended community meetings to learn about the details, contributed time, money and effort in so many ways – thank you! When you walk through the doors of that new hospital, you will realize that your caring made the difference.

The new hospital is a critical piece of a larger component: continuing to build the best healthcare community

that Lake Chelan has to offer. That includes a larger focus on community wellness efforts – for both the

hospital and our foundation.

With that in mind, we changed our name from the Lake Chelan Community Hospital Foundation to the Lake

Chelan Health & Wellness Foundation. With this change, our mission became clear:

Our community-based mission is to (1) promote healthcare services and wellness initiatives, and (2) develop

partnerships and secure resources. Our 10-year vision is that all community members have access to quality

healthcare, and wellness opportunities.

Those opportunities included our ongoing financial support of Max, the hospital’s wellness program for K-5 and

the Get Fit Health Challenge, and many community partnerships and activities that you’ll read about in this

annual report.

The commitment to our “number one” customer, the Lake Chelan Community Hospital & Clinics, has shifted

into high gear as we fundraise for the new facility. By year-end, the Annual Giving Campaign raised over

$41K, many thanks to all of you. We have also engaged a professional fundraising group, Westby &

Associates, Inc., to assist us as we look to you, our community, to give us feedback, comments, and advice on

how to proceed.

It has been an exciting and productive year, and the best is yet to come. The Board Members and Staff of the

Lake Chelan Health & Wellness Foundation are proud to partner with you and our hospital as we work together

to build the best healthcare community that Lake Chelan has to offer.

Onward!

Arlene Abbott, M. Ed.

LCHWF Executive Director

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Who we are:

Lake Chelan Health & Wellness Foundation

Vision

Our 10-year vision is that all community members have access to

quality healthcare and wellness opportunities.

Mission

Lake Chelan Health & Wellness Foundation’s community-based mission is to:

• Promote healthcare services & wellness initiatives

• Develop partnerships & secure resources

- across the Lake Chelan Valley.

We Value

Community

Caregivers Donors Partnerships Philanthropy Staff Supporters Volunteers

Education

Healthcare Scholarships Continuing Education Name Recognition

Integrity

Economic, racial & social diversity Ethics Fiduciary Responsibility

Healthcare & Wellness

Access Awareness Communication Leadership

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Goals

The LCHWF Board of Directors identified these primary goals:

• Partner with Lake Chelan Community Hospital and Clinics (LCCHC) to achieve common goals

• Build / Maintain strong donor partnerships

• Build on and enhance LCCHC and LCHWF image

2017 Board of Directors

Dale Hoisington Tom Anglin Eddi Brownfield-Nelson Linda Parker

President President-Elect Treasurer Secretary

Emmit Aston Karen Collins Jan Fedor

Director Director Director

Aurora Flores Gail Mueller Judy Steele Micheal Steele

Director Director Director Director

Foundation Staff

Arlene Abbott M. Ed. Virginia Murphy Kim Reeves

Executive Director Administrative Assistant Executive Assistant

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Who we serve: Community Needs

*source – 2016 Lake Chelan Hospital & Clinics Community Health Needs Assessment

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Impact

The Lake Chelan Health & Wellness Foundation is dedicated to providing access to and improving

healthcare facilities and services, and community wellness, in our hospital district. The Foundation

actively manages donor contributions, bequests, memorials, donor advised funds, endowments and

an annual giving campaign. Because of generous donors we are able to continue our work to

provide and improve healthcare and community wellness for the Lake Chelan Valley.

•Soroptomist Intl' of Chelan

•Chelan Chase & Pink Ribbon Golf Classic $10,000

•66 Mammograms - $21,306

•Chelan Fresh $500

•Guild B $23,500

•Home tour & art show for blood gas instrument

•Lights of Love $2,400 for PT exercise cycle

•$139,162 New Hospital Building Fund

•$33,156 Annual Giving Campaign for surgical items

•$126 Magazines & Children's Corner, Lake Chelan Clinic

•$2,352 Club Max

•$1,818 Sanctuary

•31 local student scholarships $33,108

•124 continuing education for our caregivers $63,788

•$7,850 Club Max

•$3,000 Get Fit Health Challenge

•$1,000 Morgan Owens Elementary (MOE) Playground Equipment

•$1,138 Reach out and Read – Books/Reading program for kids, Lake Chelan Clinic

•$2,743 Diabetes Smackdown

•$400 KOZI Water Safety Program

•$250 Chelan Cancer Support Group/ Wellness Place

•$10,432 CFNCW Grant: "Harvesting Relationships for Healthcare"

Community Wellness

Healthcare Scholarships &

Education

Support from Hospital Guilds,

Community Groups & Donors

Donor Designations

2017 LCHWF KEY IMPACTS

FOUNDATION ACHIEVEMENTS - $296,903 toward:

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Impact Story 1

Education

Chelan and Manson 2017 Scholarship Recipients

A few of our 2017

Continuing Education

Recipients

In 2017 LCHWF supported 155 total

students and caregivers by providing

$96,896 in scholarships.

We provided 31 local student scholarships

totaling $33,108 to support their studies

within the health care field. In addition,

over 124 continuing education requests

from our health care professionals were

supported totaling $63,788.

Congratulations to all scholarship and continuing

education recipients.

Impact Story 2

Harvesting Relationships for Healthcare

Focus: Lake Chelan Health & Wellness Foundation sought to recognize the social, cultural, and

economic contributions of the Latino community to our Lake Chelan Valley, through collaborations

that offered a variety of fun and healthy opportunities.

Situation: There was a need expressed by Latino parents and healthcare providers alike for health education

and information presented in ways that were accessible and comfortable to Latino families.

Challenge: Rather than identify a single focus, or one activity, or one partnership, we instead collaborated

with many groups to provide fun, healthy, and educational activities that increased awareness about both

health care and our Latino community. All members of the valley were invited to come together. A unifying

aspect of these activities was the display of framed (and website) photographs of orchard and vineyards

workers during the winter, spring and harvest seasons, as well as Latino business owners during the summer

season. These pictures, “worth a thousand words,” can still be seen at some venues and online at

www.LCHealthWellness.com/wellness.

Key Activities:

• Collaborated with Columbia Valley Community Health, Lake Chelan Community Hospital & Clinics, Chelan

and Manson Schools, Lake Chelan Rotary, Todos United, Thrive Chelan Valley, and Colville Tribes.

• Activities included health fairs, health fitness challenges, Zumba sessions, health education for parents, art

diversity contest, kids’ fun runs, parenting role model conferences, nutrition sessions, participation in the

First Annual Cinco de Mayo parade, and a celebration that included the Mariachi Huenachi performers and

food catered by Tacos La Roca.

• Invited orchard/vineyard owners and employees, Chelan Fruit, Manson Growers, and Latino business

owners to be photographed for a visual display of Latino life and accomplishments in our Valley.

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Capital Campaign

Support the New Hospital

As you may already be aware of, our community needs a new hospital building to better serve the

region. The current building is inadequate with inefficient infrastructure systems. In-depth financial analysis

studies showed that remodeling would cost more than building a new structure.

In 2017 Hospital district residents voted to approve a $20 million bond to build a new hospital. With 45% of the

need already funded and another 51% anticipated with pending approval of our $22.5 million USDA

loan. The LCHWF is committed to raising the remainder of support for this modern facility that will serve the

Lake Chelan Valley for generations to come. Our new hospital building will have: private patient rooms, larger

birthing rooms, increased outpatient capacity and a bigger emergency room. It will also have space for

rehabilitative therapy, laboratory and radiology, an expanded surgery department, and a helicopter pad for

emergency transfers, which makes the magnitude of the project, as well as its impact, significant.

Our annual campaign centered on kick-starting the remaining funding needed for our new hospital! The

community truly stepped up with over $41K in contributions!

These generous gifts were not merely to “build a building”, but to build the best healthcare community that

Lake Chelan has to offer. Collectively, your support will make THE difference to this generation and future

generations to come!

Supporters for a new hospital outline the footprint

of the new building with a human chain.

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Resources & Financial Management

Our asset portfolio approach employs a balanced portfolio of equity and fixed income investments. In 2017 the

stock market and our underlying investments performed extremely well. The balances below reflect a 20%+

gain in our endowment and education funds. Due to the higher than average performance we were able to

spend more money on programs and scholarships than we ever have before. We look to the future for our

investments to continue to grow but we realize that the returns will vary on a year by year basis.

Assets

2017 Year End Statement Balances

Bragg Scholarship and Education Fund (restricted) $1,911,346.00

Endowment Fund $ 858,170.37

Checking/Savings Accounts $ 89,688.92

New Hospital Building Fund $ 139,762.00

Total YE Asset Value $2,998,967.29

The Bragg Scholarship & Continuing Education Fund

A single gift that has positively changed countless lives in the Lake Chelan Valley.

In 1995, Edna Bragg endowed more than a million dollars to the Lake Chelan Community Hospital

Foundation to be used in perpetuity for healthcare education. More than $1.4 million to date has been

distributed from the Harold & Edna Bragg Healthcare Fund from the interest earned on this asset.

Scholarships are provided each year for college students and professional healthcare providers residing

or working in the hospital district.

Scholarships vary in amount, depending on criteria such as full or part-time status and the number of

years a student has studied in a health care major field. In addition, health care professionals may apply

for continuing education available throughout the year. A scholarship committee made up of members of

the Foundation Board of Directors considers applicants.

LCHWF Endowment Fund

In 2002 an Endowment Fund was established by the Foundation for future capital improvements of the Lake

Chelan Community Hospital. Initially, the funds were provided by a generous donation of two townhomes in the

area by the Gravette family. In 2003, a bequest of $85,000 cash was added from the Lyla Milroy Estate. Property

sales in 2006 added another $45,000 and in 2007 a bequest of $137,000 was added from the Wally and Martha

Jane Miller estate. Another $20,000 was added in 2008 from the Celia Pierson estate.

The goal is to accumulate a million dollars so that the earnings can be used for major needs of the hospital. The

total given to the Foundation is $425,521. Over the years, the fund has grown with the stock market and provided

a source of funding for programs, operating revenue and hospital improvements. In 2017 the Foundation kicked

off the New Hospital Campaign with a donation of $100,000 from this fund as well.

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Donor Summary

*Industry average from the 2015 Individual Donor Benchmark Report, Third Space Studios

2015 2016 2017 Variance 2016 to 2017

All Supporters 255 226 228 + .9% increase

Donor Retention Rate 61.3% 69% 70.7% +1.7% increase

# Retained Donors 179 176 163 -7.4% decrease

# New Donors 39 23 29 +26.1% increase

# Reactivated Donors 37 27 36 +33.3% increase

Attrition Rate 38.7% 31% 29.3% -1.7% decrease

# Donors lost from last year 113 79 68 -13.9% decrease

Employees, 14%

Individual Donors , 22%

Organizations, 2%

Grants/Foundations, 5%

Bragg Fund , 38%

Endowment Fund , 18%

61.3%

69%70.7%

60%

54.0%

56.0%

58.0%

60.0%

62.0%

64.0%

66.0%

68.0%

70.0%

72.0%

2015 2016 2017

LCHWF Donor Retention Rate

Donor Retention Rate Industry Average Retention Rate

0

50

100

150

200

250

300

2015 2016 2017

Donor Type

# Reactivated Donors

# New Donors

# Retained Donors

DONOR RETENTION:

Refers to the number (or percentage) of donors that return to give another gift in a

specific time period, usually year over year.

+1.7%

DONOR ATTRITION:

Refers to the number (or percentage) of donors that do NOT return to give another gift in a

specific time period, usually year over year.

-1.7%

228 Supporters Generous

Contributions

$173K $173K

Sources of Funding

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Nat and Gail Bender have invested in our valley’s

healthcare community.

Their gift is not merely to

“build a building”, but to

build the best healthcare

community that Lake Chelan

has to offer. For the next 5

years, and 50 years. For the

next generation, and their

next generation.

I donate to the Lake Chelan Health & Wellness Foundation because it supports the hospital where I work: the personnel, the equipment, and patient care. I believe it’s important to stay connected and to give back to my community and my employer. Staying connected and giving back isn’t about the amount of money; it’s about knowing that I can make a difference.

-Kathy Hevly, Clinical Director & Nurse Practitioner The Sanctuary Lake Chelan Community Hospital

& Clinics

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2017

Annual Report nn

Connect With Us! .

(509) 682-6133 | https://www.lchealthwellness.com/

foundation@lchealthwellness.com